Trevor Meyer is a financial advisor at NorthRock Partners, LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2006 to 2025. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that incorporates broad asset allocation, diversification, private market allocations, and the use of AI tools for tax-aware investing and portfolio monitoring.

David Nielsen is a financial advisor at Hilltop Securities Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hilltop Securities since 2008. Hilltop Securities Inc. serves individuals, corporations, nonprofits, and institutional clients by providing brokerage, investment advisory, clearing, custody, and retirement-plan consulting services. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs through an open-architecture platform that includes both adviser-managed and model-based investment solutions.

Andrew Kagan is a financial advisor with Gibbs Wealth Management, LLC, holding a Series 65 designation and beginning his advisory career in 2026. He has prior experience with Tower Bridge Financial and Insurance Solutions Inc. since 2013 and currently operates Kagan Wealth Management DBA Tower Bridge Financial. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that selects and monitors third-party model portfolios using platforms such as OPS and Orion OCIO. The firm focuses on portfolio management rather than financial planning and may engage third-party managers for hedging or income strategies in certain cases.

Briana Harmon is a financial advisor at NorthRock Partners, LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and UBS Financial Services. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach focused on broad asset allocation, diversification, and periodic rebalancing, utilizing Independent Managers and integrating private market allocations where appropriate.

Richard Watson is a CFP® professional with 34 years of industry experience. He is currently with Avior Wealth Management, LLC and has held roles at National Referral Network, EWG Elevate Inc., Cambridge Investment Research Advisors, and Eagle West Group. Outside of advisory work, he is a co-author of the book *A Firm Worth Building: Running a Better Professional Business* and a member of the Entrepreneur's Organization. He is also the majority owner and president of National Referral Network and PPA Invest Team, which manages a co-living real estate fund. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm provides investment management, financial planning, and business consulting to a diverse client base, including high-net-worth individuals, pension plans, charitable and corporate entities, and banking institutions, employing a fundamental analysis-based investment approach with portfolio supervision and periodic reviews.

Carol Mac Donald is a financial advisor at NorthRock Partners, LLC with two years of industry experience. She previously worked at Ameriprise and spent ten years at Navion Financial Advisors. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a holistic investment approach focused on asset allocation, diversification, and the integration of private market investments, supported by AI tools and human oversight.

Jordana Lokken is a financial advisor at NorthRock Partners, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise and Cetera Advisor Networks. Outside of finance, she operated Lokken Photography for ten years. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, retirement plans, and charitable organizations. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and the use of Independent Managers, integrating private market investments and AI-supported tools to enhance portfolio management.

Payton Boyea is a financial advisor at Berthel Fisher & Company Financial Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, Boyea teaches financial literacy and budgeting techniques to high school students and coaches strength and conditioning. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a variety of investment platforms and tailors strategies to client circumstances through its network of independent investment adviser representatives.

Thomas May is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds the Series 66 designation and has nine years of industry experience. Prior to joining Mutual of Omaha in 2019, he worked at MML Investors Services and Massachusetts Mutual Life Insurance Company. May is also a co-founder and partner of Herrera May Wealth Management, a financial services organization. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and acts as a conduit to third-party managers.

Gurpreet Singh is a financial advisor at Infinity Financial Services Advisory based in Sacramento, CA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Transamerica Financial Advisors and World Financial Group. Outside of his advisory role, Singh serves as COO of Niha Life Insurance and Financial Solutions, a fixed insurance and IMO business. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm employs a multi-method investment approach combining technical and fundamental analysis, modern portfolio theory, and uses a range of investment vehicles including mutual funds, ETFs, and options to serve individual and high-net-worth clients.

Laura Pajak is a financial advisor with The AmeriFlex Group in Sacramento, CA, holding the CFP® designation and Series 63 license. She has 40 years of industry experience, including prior roles at Cambridge Investment Research, Sagepoint Financial, LPL Financial, and her own firm, Foord, Van Bruggen, Ebersole & Pajak Financial Services. Pajak serves as secretary of the American River Rotary Foundation. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, consulting, and retirement plan services through a network of advisory affiliates using multiple program platforms and custodial arrangements to tailor strategies for its clients.

Juan Gonzales Gascon III is a financial advisor at NorthRock Partners, LLC with two years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Ameriprise and State Street. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and periodic rebalancing, while integrating private market allocations and utilizing AI-supported tools alongside human oversight.

Patrick Salimi is a financial advisor at Avior Wealth Management, LLC with seven years of industry experience. He holds a Series 65 credential and has previously worked at Protection Point Advisors and Marketvital. Outside of his advisory role, he serves as president of an insurance business called Retireminting. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks or thrift institutions. The firm employs a fundamental analysis investment approach, utilizing both direct portfolio management and separately managed account models, and provides a range of services from investment management to financial and pension consulting.

Ryan Breedwell is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds a Series 65 designation and has been with Foundations Investment Advisors since 2018. He also conducts insurance sales in Sacramento, CA. Foundations Investment Advisors provides financial planning and portfolio management to a broad client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans, employing a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Colin Grahl is a CFP® with 39 years of industry experience and is currently affiliated with NorthRock Partners, LLC. His prior experience includes roles at Ameriprise and Ameriprise Financial Services, Inc. He serves as Board Secretary for the Placer SPCA and is involved in business consulting through SCB Business Solutions. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, incorporating both independent managers and private market investments.

Monika Reyes is a CFP® and ChFC® with 23 years of industry experience. She currently works at NorthRock Partners, LLC and has prior experience at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach that includes broad asset allocation, diversification, private market investments, and utilizes AI tools alongside human oversight for tax-aware investing and portfolio monitoring.

Stephanie Kerns is a CFP® with 24 years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC since 2025. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and periodic rebalancing, and incorporates private market allocations and AI-supported tools while maintaining human oversight.

Cliff Millemann is a financial advisor at Hilltop Securities Inc. with 42 years of industry experience. He holds a Series 63 designation and has been with Hilltop Securities since 2008. Hilltop Securities serves both individual and institutional clients, offering a range of investment advisory and broker-dealer services including managed accounts, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities, providing clients access to both third-party and proprietary strategies across a variety of asset classes.

Joseph Pasquinelli is a financial advisor at Portfolio Medics, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Alpha Retirement Wealth LLC and Asurea Insurance Services. In addition to his advisory role, he is an independent insurance agent for One Life America/Heartland Financial, selling insurance products including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management with a focus on retail and small-business relationships.

Rhonda Hamil is a CFP® professional with six years of industry experience, currently advising at NorthRock Partners, LLC since 2025. Prior to joining NorthRock, she worked at Ameriprise and Ameriprise Financial Services, Inc. from 2013 to 2025. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing diversification, asset allocation, and periodic rebalancing, incorporating private market allocations and using AI tools to support tax-aware investing and portfolio monitoring.